The Strategy

This strategy can invest 100% of the portfolio value in ETFs; however, a typical fully invested Diversified ETF portfolio would be invested 98% in global equity ETFs while holding approximately 2% in cash.

The Diversified ETF Portfolio will be constructed with the objective of providing above average equity returns by allocating capital worldwide, both in developed and emerging markets.

Performance Objective

The performance objective of the Diversified ETF Portfolio is to outperform the MSCI World Index (Net) (WORLD) over 10-year rolling periods and since inception after trading costs, expenses and the advisory fee.

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La Ferla Group

La Ferla Group is a full service financial firm dedicated to helping our clients take advantage of opportunities to achieve the financial security and the independence they deserve.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 Purshe Kaplan Sterling Investments and La Ferla Group LLC are not affiliated companies. Investments through PKS or La Ferla Group LLC are: NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY